Ability to Add Tags to a Client Profile when Creating a New Client

✅ Completed

When creating a new client (or adding tags to an existing client):

FOR EXAMPLE:
I would like to add a tag for a city/state to all clients I'm working with in a particular state.
I would like to add a tag to a client's profile for all SEO clients vs all social media clients, etc.

This will be quite useful when sorting clients with a search feature based on service category/service provided, or by geographic location.

Thanks team AgencyHandy!! You all rock!

D Coded

9 months ago

Activity
Agencyhandy changed status to ✅ Completed

7 months ago

Agencyhandy changed status to 🚧 In Progress

8 months ago

Agencyhandy changed status to ➡️ Next

9 months ago

Agencyhandy

DO you mean category?

1    9 months ago    Reply

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D Coded

You can call them categories if you'd like.

What I mean is a way to 'tag' a client with information we can use to search and filter. For example, I may want to tag all of our SEO clients as "SEO", or all of our PR clients as "PR" or all of our Eccom clients as "Ecomm".

So that I can filter/search for those clients based on tags I used.

0    8 months ago    Reply

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3 votes
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Feature